$DASH

Walmart (WMT) is expanding its delivery service to include Dunkin' products, starting from its own stores and then extending to most Dunkin' locations. This move is seen as a challenge to food delivery services like DoorDash (DASH) and Uber Eats (UBER). Walmart aims to leverage its existing customer base and logistics network to offer a convenient, one-stop shopping experience. The company reported that nearly 65% of restaurant orders were delivered alongside Walmart items, indicating strong cus

Tang Stanley sold 30,835 indirectly-held shares of DoorDash, Inc. (DASH) at an average of $225.98 ($223.60–$227.23, $6.97M total) across 5 trades on 2026-09-02 under a Rule 10b5-1 trading plan.

Inukonda Ravi (CHIEF FINANCIAL OFFICER) sold 16,044 shares of DoorDash, Inc. (DASH) at an average of $228.55 ($225.83–$232.20, $3.67M total) across 7 trades on 2026-09-01 under a Rule 10b5-1 trading plan.

Xu Tony (CHIEF EXECUTIVE OFFICER) sold 16,667 shares of DoorDash, Inc. (DASH) at $230.00 ($3.83M total) on 2026-09-01 under a Rule 10b5-1 trading plan.

Fang Andy sold 15,000 indirectly-held shares of DoorDash, Inc. (DASH) at an average of $228.31 ($225.75–$232.23, $3.42M total) across 7 trades on 2026-09-01 under a Rule 10b5-1 trading plan.

Walmart has partnered with Dunkin' to offer food delivery from 150 stores, expanding to 10,000 locations. The company aims to compete with DoorDash and Uber Eats, using its Spark delivery network. Walmart's senior vice president highlighted the convenience and value proposition. The partnership allows customers to order food alongside other items through Walmart's app or website.

DoorDash (DASH) stock rose 50% since June, closing at $226.24. Q2 revenue beat estimates by $110M, reaching $4.45B. Revenue estimates and EPS improved, with growth drivers including grocery, advertising, and international expansion. Profitability metrics like gross and net income margins have improved. Valuation metrics include LTM P/E of 116.6x and forward P/E of 37.8x. Analysts have mixed views on its fair value and future performance.

Owner.com, an AI-powered platform for independent restaurants, raised $240M in Series D funding, valuing it at $2.3B. The company aims to reduce restaurants' dependency on third-party delivery platforms by offering AI-driven marketing, ordering, and CRM tools. Owner claims to power more US restaurant locations than Domino's or Taco Bell, with over $1B in sales expected this year. The platform charges a subscription fee and a lower payment processing fee compared to the high commissions of delive

Rosenblatt initiated coverage of the online travel and mobility sector, favoring large platforms. Analyst Scott Devitt rated Uber, DoorDash, Booking Holdings, and Airbnb as Buy with respective targets of $100, $270, $245, and $220. He rated Instacart parent Maplebear, Lyft, and Expedia as Neutral with targets of $55, $19, and $360, citing competitive and structural challenges.

Meta is reportedly planning a $199.99/month subscription for an AI agent, Hatch, integrated into Instagram and WhatsApp, capable of operating on external sites like DoorDash and Etsy. The service aims to demonstrate AI's value and diversify revenue, though its success depends on third-party cooperation and regulatory compliance. Meta faces legal and ethical questions about data privacy and AI control.